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Private Medicaid Managers Criticized for Slow Payments

Sep 12, 20162 min read

Private Medicaid Managers Criticized for Slow Payments

One state’s private Medicaid managers are coming under scrutiny for failing to pay bills on time. Iowa’s warning: if private Medicaid...

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Kimberly Hegwood

Sep 9, 20162 min read

What Assets to Leave to Your Family

As you get older, you, your older relatives or both may need to address questions about how to leave assets to others when you pass away....

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Saying Goodbye Without a Major Hit in the Wallet

Kimberly Hegwood

Sep 8, 20163 min read

Saying Goodbye Without a Major Hit in the Wallet

Dying can take a large emotional and financial toll on loved ones. Kiplinger’s recent article, “7 Ways to Slash the Cost of a Funeral,”...

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Get Some Power Behind Your Power of Attorney Form

Kimberly Hegwood

Sep 7, 20162 min read

Get Some Power Behind Your Power of Attorney Form

NJ101.5’s article, “How you can fight banks on power of attorney,” says that a bank’s refusal to accept a valid power of attorney has...

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Kimberly Hegwood

Sep 6, 20162 min read

Understanding an Estate Plan Versus a Wealth Transfer Plan

Fewer than half of adult Americans have estate planning documents. For those who die without a will or trust, their state laws determine...

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How to Keep the Vacation Home in the Family

Kimberly Hegwood

Sep 5, 20162 min read

How to Keep the Vacation Home in the Family

If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can...

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Estate Planning Changes for LGBT Couples

Kimberly Hegwood

Sep 2, 20162 min read

Estate Planning Changes for LGBT Couples

The ruling lets same-sex couples file jointly for tax purposes and changes estate planning because now many requirements of opposite-sex...

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Kimberly Hegwood

Sep 1, 20162 min read

Easy Ways to Help Plan Your Estate

The time, financial and emotional commitment involved with contesting a will can often be much more expensive than the value of the...

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Kimberly Hegwood

Aug 31, 20162 min read

Giving Grandkids Money for College

When a grandmother wants to give her two grandkids $50,000 each for college, there can be tax and financial aid consequences. The best...

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Tighten Up Those Loose Ends in Your Estate Plan

Kimberly Hegwood

Aug 30, 20162 min read

Tighten Up Those Loose Ends in Your Estate Plan

Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to...

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Kimberly Hegwood

Aug 29, 20162 min read

A Close Look at the Costs for End-of-Life Care

A recent study showed that people in the U.S. fear developing Alzheimer’s disease more than any other major life-threatening...

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The Importance of Beneficiary Designations

Kimberly Hegwood

Aug 26, 20162 min read

The Importance of Beneficiary Designations

THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...

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Kimberly Hegwood

Aug 25, 20162 min read

Look out: Medicare Changes on the Way!

The long-term outlook for Social Security old-age and disability benefits is still good, with promised benefits payable until 2034....

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Legislation Introduced to Protect Financial Advisers from Calling in Potential Elder Abuse

Kimberly Hegwood

Aug 24, 20162 min read

Legislation Introduced to Protect Financial Advisers from Calling in Potential Elder Abuse

The House of Representatives passed a bill recently seeking to protect elderly investors. Industry trade groups urged the Senate to...

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Kimberly Hegwood

Aug 23, 20162 min read

Phoenix Inventors Create Digital Storage for Estate Planning Documents

Investopedia’s recent article asks “Should You Store Estate-Planning Documents Digitally?” The article reports that two Arizona...

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Moving 529 Money Between Beneficiaries is a Piece of Cake

Kimberly Hegwood

Aug 22, 20162 min read

Moving 529 Money Between Beneficiaries is a Piece of Cake

If you have multiple grandchildren with 529 college-savings accounts, can you move some money from one grandchild’s account into the...

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How to Take that First Required Minimum Distribution from an IRA

Kimberly Hegwood

Aug 19, 20162 min read

How to Take that First Required Minimum Distribution from an IRA

If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...

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Kimberly Hegwood

Aug 18, 20162 min read

Personal Finance Myths Debunked!

You want to prosper by following tried-and-true principles of effective wealth creation and asset management—not myths passed down from...

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Don’t “Just Wing It” When it Comes to Retirement Planning

Kimberly Hegwood

Aug 17, 20162 min read

Don’t “Just Wing It” When it Comes to Retirement Planning

After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...

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Kimberly Hegwood

Aug 16, 20163 min read

Ready…Set…Start your Estate Planning!

Estate plans have several components to help beneficiaries carry out the requests of the benefactor. You want to start tackling those...

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